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Aggressive = Equity Funds 70% | Balanced Fund 30%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 18.28 | 117,113 |
| 3 Year Return | 4.82 | 114,329 |
| 5 Year Return | 13.52 | 187,403 |
| 10 Year Return | 12.37 | 318,430 |
| Category | Equity: Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 20.59 | 119,796 |
| 3 Year Return | 3.58 | 110,427 |
| 5 Year Return | 13.89 | 190,889 |
| 10 Year Return | 15.92 | 435,154 |
| Category | Equity: Small Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 23.7 | 122,998 |
| 3 Year Return | 1.64 | 104,254 |
| 5 Year Return | 15.47 | 203,245 |
| 10 Year Return | 18.07 | 524,354 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.84 | 111,007 |
| 3 Year Return | 5.82 | 117,427 |
| 5 Year Return | 12.56 | 180,670 |
| 10 Year Return | 13.17 | 342,044 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 14.11 | 113,319 |
| 3 Year Return | 4.9 | 114,925 |
| 5 Year Return | 10.64 | 165,298 |
| 10 Year Return | - | - |
Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 18.28 | 117,113 |
| 3 Year Return | 4.82 | 114,329 |
| 5 Year Return | 13.52 | 187,403 |
| 10 Year Return | 12.37 | 318,430 |
| Category | Equity: Large and Mid Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 15.68 | 114,459 |
| 3 Year Return | 6.09 | 118,134 |
| 5 Year Return | 14.94 | 199,707 |
| 10 Year Return | 12.22 | 314,468 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.18 | 108,056 |
| 3 Year Return | 4.14 | 111,627 |
| 5 Year Return | 12.36 | 179,079 |
| 10 Year Return | 11.63 | 296,966 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 19.22 | 118,043 |
| 3 Year Return | 7.73 | 124,406 |
| 5 Year Return | 13.14 | 184,658 |
| 10 Year Return | 13.01 | 336,681 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 14.16 | 113,299 |
| 3 Year Return | 8.64 | 127,796 |
| 5 Year Return | 12.65 | 180,804 |
| 10 Year Return | 12.65 | 327,729 |
Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 17.38 | 116,460 |
| 3 Year Return | 6.33 | 118,931 |
| 5 Year Return | 12.87 | 183,204 |
| 10 Year Return | 11.89 | 305,326 |
| Category | Equity: Large Cap | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 19.22 | 118,043 |
| 3 Year Return | 7.73 | 124,406 |
| 5 Year Return | 13.14 | 184,658 |
| 10 Year Return | 13.01 | 336,681 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.84 | 111,007 |
| 3 Year Return | 5.82 | 117,427 |
| 5 Year Return | 12.56 | 180,670 |
| 10 Year Return | 13.17 | 342,044 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 14.11 | 113,319 |
| 3 Year Return | 4.9 | 114,925 |
| 5 Year Return | 10.64 | 165,298 |
| 10 Year Return | - | - |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.33 | 109,841 |
| 3 Year Return | 4.72 | 114,587 |
| 5 Year Return | 7.08 | 140,463 |
| 10 Year Return | - | - |
Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.84 | 111,007 |
| 3 Year Return | 5.82 | 117,427 |
| 5 Year Return | 12.56 | 180,670 |
| 10 Year Return | 13.17 | 342,044 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 14.16 | 113,299 |
| 3 Year Return | 8.64 | 127,796 |
| 5 Year Return | 12.65 | 180,804 |
| 10 Year Return | 12.65 | 327,729 |
| Category | Hybrid: Aggressive | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.5 | 111,807 |
| 3 Year Return | 4.85 | 114,436 |
| 5 Year Return | 9.28 | 155,182 |
| 10 Year Return | 11.72 | 300,472 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.15 | 109,540 |
| 3 Year Return | 5.28 | 116,180 |
| 5 Year Return | 10.01 | 161,482 |
| 10 Year Return | 9.01 | 236,669 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.33 | 109,841 |
| 3 Year Return | 4.72 | 114,587 |
| 5 Year Return | 7.08 | 140,463 |
| 10 Year Return | - | - |
Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.37 | 111,284 |
| 3 Year Return | 9.26 | 130,223 |
| 5 Year Return | 9.94 | 160,893 |
| 10 Year Return | 10.29 | 266,053 |
| Category | Debt: Dynamic Bond | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 7.51 | 107,418 |
| 3 Year Return | 2.26 | 106,802 |
| 5 Year Return | 4.93 | 127,412 |
| 10 Year Return | 7.31 | 202,487 |
| Category | Debt: Medium Duration | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 9.89 | 109,792 |
| 3 Year Return | 7.95 | 125,712 |
| 5 Year Return | 8.57 | 150,977 |
| 10 Year Return | - | - |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 12.75 | 112,420 |
| 3 Year Return | 5.05 | 115,612 |
| 5 Year Return | 9.18 | 155,017 |
| 10 Year Return | 9.82 | 254,764 |
| Category | Hybrid: Conservative | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 11.06 | 110,957 |
| 3 Year Return | 8.5 | 127,350 |
| 5 Year Return | 10.3 | 163,169 |
| 10 Year Return | 10.14 | 261,956 |
| Category | Hybrid: Equity Savings | |
| Period | Annualized Return (%) | Value of Rs. 1 Lakh Invested |
| 1 Year Return | 10.15 | 109,540 |
| 3 Year Return | 5.28 | 116,180 |
| 5 Year Return | 10.01 | 161,482 |
| 10 Year Return | 9.01 | 236,669 |